See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,713 | $103,376-65.5% | $87,100-59.0% | $152,861-76.6% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.9%-18.5pp | 82.4%-24.1pp |
| Annual return | 17.96% | 28.10%-10.1pp | 28.19%-10.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $766 | $3,220-76.2% | $2,521-69.6% | $4,762-83.9% |
| Participant deferral / active EE | $766 | $4,778-84.0% | $4,049-81.1% | $5,850-86.9% |
| Admin fee / account holder | $2,257 | $12,205-81.5% | $7,497-69.9% | $11,596-80.5% |